The Issues of Later Life are Often Overlooked.
Awareness is Important.
Does Your Client Have Testamentary Capacity?
Mental health and memory Issues That Affect Estate Planning
Estate planners must be concerned about a client's competency to understand and adopt a particular plan, but most are not trained to do so. Dr. Stein’s article provides concrete suggestions for spotting behaviors or attitudes that may raise questions about a client’s capacity, and advice about how to react to warning signs of incapacity.
The full article covers:
The need for estate planning
Legal standards of capacity
The role of the estate planning professional
Observing areas of mental function
Referring clients for expert assessment